Make your workspace
The first time you sign in, Acre walks you through four short steps. Only the first one is needed, so you can be working leads in a couple of minutes and finish the rest later.
What setup does
Setup makes your workspace: the place your leads, workflows and team live. You’re its owner. Along the way it can start your first buy box, switch on a few ready-made workflows and invite the people who call with you.
The four steps show as rows on the left: You, Buy box, Follow-ups and Team. Leave halfway and you come back to the same step.
Go through the four steps
- 1
You
Under Name your workspace, type your company or team name. Pick how many of you make calls. Under Where do you buy? you can pick a city, ZIP or county: it’s optional, and your first buy box starts there. Press Continue →.
Just me2 to 56 or more - 2
Buy box
Say what you buy as one sentence: tap a highlighted part to change it. Acre shows how many homes match right now. Also add the homes that match now starts ticked, so those become leads straight away; untick it to skip them.
Save buy box →Skip for now - 3
Follow-ups
Five ready-made workflows, with the three most teams start with already on. Flip the switches, then press Turn them on →.
New lead nudgesAfter a callPast-due nudgesSafety netOffer check-ins - 4
Team
Type a teammate’s email and press Send invite. Each person gets their own link by email. Working on your own? Press I work alone.
Send inviteI work aloneFinish → - 5
Take me in
Your field is ready lists what you set up. Press Take me in → to open your dashboard.
Next: bring in your leads.
Good to know
- Skip setup (top right, from step 2 on) takes you straight in. Everything can be done later: buy boxes in Manage › Buy boxes, workflows in Manage › Workflow library, people in Manage › Members & invites.
- New workspaces start on the Plot plan, which is for one person. To invite teammates you need a bigger plan: see Plans.
- An invite link works only for the person it was sent to and expires after 7 days. Didn’t arrive? Press Resend.
- Only the owner goes through setup. People you invite go straight in.
- You can own up to 3 workspaces. + New workspace in Manage asks only for a name, with no setup steps, so add its buy boxes and workflows yourself.
- The owner can rename the workspace any time in Manage › General.